Cliftonlarsonallen Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 161,559 shares of SCHO stock, worth $3.93 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

161,559

Previous 167,735 3.68%

Holding current value

$3.93 Million

Previous $4.08 Million 3.48%

% of portfolio

0.07%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$24.19 - $24.45 $149,397 - $151,003	-6,176 Reduced 3.68%	161,559 $3.94 Million
Q1 2025 Apr 16, 2025	SELL	$24.1 - $24.34 $32,751 - $33,078	-1,359 Reduced 0.8%	167,735 $4.08 Million
Q4 2024 Jan 14, 2025	BUY	$24.06 - $48.88 $2.09 Million - $4.24 Million	86,782 Added 105.43%	169,094 $4.07 Million
Q3 2024 Oct 11, 2024	BUY	$47.93 - $49.06 $3,355 - $3,434	70 Added 0.09%	82,312 $4.03 Million
Q2 2024 Jul 11, 2024	BUY	$47.75 - $48.13 $28,220 - $28,444	591 Added 0.72%	82,242 $3.96 Million
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $41,995 - $42,502	874 Added 1.08%	81,651 $3.94 Million
Q4 2023 Jan 16, 2024	SELL	$47.66 - $48.45 $39,796 - $40,455	-835 Reduced 1.02%	80,777 $3.91 Million
Q3 2023 Oct 13, 2023	BUY	$47.78 - $48.2 $175,543 - $177,086	3,674 Added 4.71%	81,612 $3.91 Million
Q2 2023 Jul 14, 2023	SELL	$48.06 - $48.89 $93,909 - $95,531	-1,954 Reduced 2.45%	77,938 $3.75 Million
Q1 2023 Apr 12, 2023	SELL	$47.8 - $49.0 $534,547 - $547,967	-11,183 Reduced 12.28%	79,892 $3.9 Million
Q4 2022 Jan 19, 2023	BUY	$47.89 - $48.47 $4.36 Million - $4.41 Million	91,075 New	91,075 $0
Q2 2022 Jul 08, 2022	BUY	$48.73 - $49.59 $391,058 - $397,959	8,025 Added 7.96%	108,841 $5.35 Million
Q1 2022 Apr 27, 2022	BUY	$49.47 - $50.82 $4.99 Million - $5.12 Million	100,816 New	100,816 $4.99 Million

Others Institutions Holding SCHO

# of Institutions

700

Shares Held

313M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Cliftonlarsonallen Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History